Front Office Staff Workflow for New Patients 1. From the main menu on the left pane, click on the Patient module. When the patient screen opens up, click on button visible on the top right part of the screen to open the Patient Demographics screen. 2. Register the patient using Name, DOB, gender, Address, Zip, […]
Category: Workflow
Typical Workflow for Providers
Workflow for Providers is described below. The following steps indicate just one of the many ways in which PracticeSuite can be tailored to suite your practice requirements. Step 1: Provider checks the ‘Ready for Exam‘ tab to view patients reviewed by clinical staff and ready for examination; Picks up the patient with the earliest appointment […]
Typical Workflow for Clinical Staff
Step 1: Select ‘Clinical Desktop’ from the main menu. Once the Clinical Desktop screen opens up, click on tab to view appointments of the current day. Step 2: From the list of patients having status ‘Ready for Clinical Staff’, select the one with the earliest appointment time. Step 3: Make sure all patient consent forms/pre-registration […]